“There is a tremendous opportunity to invest in companies that are benefiting from the weakness of sterling, benefiting from reinvesting in their businesses and benefiting from a lag in capital expenditure.”
Watch Mark Martin, Head of UK Equities, discuss:
- Why UK equities do not deserve the tag of the ‘most hated asset class’
- The opportunities in the defence and industrial sectors
- How risk has already been priced in to valuations of UK stocks
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